Professional Wealth Management & Financial Planning in Los Angeles
Comprehensive investment management for individuals with employee stock options.
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Everything you need to unlock the full potential of your equity.
Equity Strategy
Equity planning that delivers recommendations when it matters most.
- Same-day response
- Answer equity questions from A to Z
- Maximize outcomes for equity decisions
Wealth Strategy
Financial planning and portfolio management that aligns your equity with your financial goals.
- White-glove service
- Equity driven comprehensive advice
- Unlock new possibilities with big picture planning
Questions about where to start? Just ask.
Why Augustus Wealth
Why choose Augustus Wealth?
“Simply put, we find your missed opportunities and start planning for new ones”
Derek Munchow, Founder
Maximize Tax Savings
Build Net Worth
See Big Picture
Fast Track Life Goals
Our approach
A niche service that checks all the boxes
Augustus Wealth is a team of certified financial planners who deliver an all-encompassing approach to wealth management in Los Angeles. We offer goal-based personal financial planning and portfolio stock management to help individuals with equity compensations from Space, Tech, and other related industries. From your first call to executing ongoing planning strategies, we’ll collaborate closely with you to create solutions that maximize the potential of your employer’s stock plans.
Financial Planning
We believe the traditional approach to wealth management and financial planning is fundamentally flawed. While most advisors ascribe to a one-size-fits-all planning relationship, we differentiate our services by providing a niche offering catered to the unique needs of professionals with equity compensation. Instead of opaque processes, we prioritize transparency. Instead of off-the-shelf software, we develop our own solutions.
Portfolio Management
The key to successful portfolio management in Los Angeles is to help guide investors through the complexity of modern finance with an investment approach centered around their goals and objectives. We believe that every client at Augustus Wealth should clearly understand the underlying philosophy shaping their investment decisions. By automating intelligent portfolio decisions, we keep our clients on track to achieving and preserving wealth.
Modern strategic financial planning & wealth management
Out with the old, in with the new is a saying we’ve taken to heart, which is why we are the next generation of customized financial planning and investment portfolio management in Los Angeles. We’ve integrated our proprietary planning software with a completely agile and transparent process which ensures you’re in tune with your finances and that your plan evolves with you. By leveraging our technology platform and advisory team, you will be in a position to make informed decisions with your money.
Stock option management
Unique approach to stock option management in Los Angeles
Benefits Packages
We’ll meticulously review your stock option benefit package and provide assistance in negotiating its terms, whether you are seeking a new job or a promotion.
Navigating Taxes
With our in-depth knowledge of capital gains and alternative minimum taxes, we’ll help you build a strategy to minimize taxes during key transactions with your stock options.
Liquidation Events
Our team of financial advisors provides expert guidance in navigating SPACs, IPOs, and pre-IPO share buybacks, ensuring you achieve optimal equity outcomes.
Are you getting the most out of your stock options?
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Frequently Asked Questions
What are the benefits of wealth management?
If you’re considering utilizing wealth management services in Los Angeles, you can expect to gain numerous benefits that may significantly enhance your financial well-being. This provides a holistic approach to financial planning and analysis, leveraging the expertise of professionals to help you effectively manage and grow your wealth.
From detailed strategies to comprehensive management of your portfolio, wealth management offers a range of advantages that can contribute to your long-term financial success and provide you with peace of mind.
What is personal financial planning?
Personal financial planning aims to help individuals make informed decisions with their money and financial resources. It involves creating a comprehensive strategy that takes into account an individual’s or a family’s financial goals, current financial situation, risk tolerance, and time horizon. It aims to create a comprehensive plan to allocate funds efficiently, reduce financial risks, optimize tax burden, and work towards achieving financial stability and success.
Are employee stock options a good idea?
The short answer is yes. Having a stock option plan as an employee in Los Angeles can be lucrative if managed correctly. This is especially true for reputable companies with quality products or services that have a positive future outlook. Employees with stock options gain from the success of the company, increasing their personal wealth and motivating them to contribute to the company’s success.
What is portfolio investment management?
Portfolio investment management represents the process of both selecting and overseeing various types of investments which serve the purpose of increasing an individual’s current wealth and ensuring they attain their financial goals. Some of the tasks included are asset allocation, asset diversification, asset rebalancing, and much more.
Looking for the leaders in personal financial planning near you in Los Angeles & the area?
You’re in luck, because Augustus Wealth is the go-to choice of many professionals in Space, Tech, and related industries across Los Angeles and its areas. Our team of experienced financial advisors has developed a full-service approach to wealth and portfolio management, financial and fiduciary planning, as well as employee stock option management.
We specialize in creating personalized plans for expertly navigating trading blackout/window periods, managing your stock options, and advising you on a wide range of personal financing decisions that will pave the way to a secure and lucrative financial future.
We offer our service across the region, from Santa Monica to Manhattan Beach through either in-person or online meetings and consultations, providing financial planning services across Irvine and portfolio management and advisory services in Newport Beach.
However, we don’t stop there and you can also contact us if you’re looking for expertise-based wealth management in Orange County or comprehensive financial planning and stock option management in Silicon Valley. You can also take a closer look at our core offers to find out what is is we can do for you. Our experts are never more than a single phone call away, so feel free to contact us and let us know what we can do for you as your go-to CFPs in Los Angeles.
